Reviews + Compilations

Our assurance team focuses on delivering the right level of assurance when conducting compilations and reviews. We work closely with our clients to present financial statements that offer the appropriate level of credibility for creditors, vendors, lenders and other important business partners. The result is a financial statement review/compilation report issued in accordance with the Statement on Standards for Accounting and Review Services issued by the American Institute of Certified Public Accountants. Most importantly, the concerns and needs of your business partners will be satisfied, allowing you to move the business forward.

Reviews

Peterson Sullivan’s financial statement review service evaluates your company’s financial statements using inquiries, analytical procedures, and knowledge of your business practices and industry. While the scope of the engagement is less intrusive than an audit, the resulting report provides a limited level of assurance that no material modifications need to be made to the financial statement.

Compilations

Our financial statement compilation service compiles financial data from your accounting records to present it in the form of financial statements. In a compilation, we do not express any opinion of the accuracy of information in the statements. While a compilation is less intensive than a review, companies benefit from having their financial statements presented by an external CPA.

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Our Firm

Peterson Sullivan is a Seattle-based CPA and advisory firm known for the expertise we bring to publicly traded and closely held middle-market companies, nonprofit organizations, and high-net-worth individuals throughout the Pacific Northwest and around the world.

PS Wealth Advisors, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.